Instuitional Investor - Soundview Advisors Inc.
Fund Profile
Filing Period:
Fund Name: | Soundview Advisors Inc. |
Portfolio Value | $242,392 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 100,539 | $51,667 | 21.32% | |
2. | Vanguard Tax-Managed Fds | 603,960 | $30,699 | 12.67% | |
3. | Spdr Series Trust | 934,237 | $28,120 | 11.6% | |
4. | Spdr Ser Tr | 268,025 | $26,665 | 11% | |
5. | Bondbloxx Etf Trust | 492,360 | $24,792 | 10.23% |